Project Management for your Financial Life
We are a leading wealth and investment management firm that serves ultra high net worth families and institutions. We believe that if we always put our clients’ interests first, everything else will fall into place.
To accomplish this, we built our business model on a foundation of trust. Our economic model is pure, meaning you never have to question the motivation behind our recommendations. We counsel you on what’s best for your situation now…and for the generations to come.
OUR SERVICES
Our mission is to empower individuals and families to make informed financial decisions and build a secure future.
Personalized Investment Strategies
We craft tailored investment plans based on your financial goals, risk tolerance, and time horizon. Our experts analyze market trends and identify opportunities to help you grow your wealth.
Retirement Planning
Secure your financial future with our comprehensive retirement planning services. We help you determine your retirement needs, optimize your savings, and develop a strategy to achieve your retirement dreams.
Financial Education
Empower yourself with financial knowledge. We offer educational resources, workshops, and one-on-one consultations to enhance your understanding of investing and personal finance.
We are a team of experienced financial advisors dedicated to providing personalized investment guidance and support.
Individuals & Families
Private Wealth Management
Private Wealth Management With global resources and an unwavering commitment to your best interests, we're focused on helping you make smart decisions in all areas of your life.
Find a Financial Advisor
Offering more than investment advice, our Financial Advisors can help you make wise financial decisions in all areas of your life. Find a Baird Financial Advisor today.
Investinchmi Online
Investinchmi Online is your secure, online portal where you can link, view and track all your financial accounts.